Purchases and Sales Made in Q4 2022 in Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.42K+ 44.2% |
$582K - $680K
|
17.7K
$2.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
5.35KNew |
$574K - $671K
|
5.35K
$687K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.25K+ 3.32% |
$564K - $659K
|
163K
$21M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5.17KNew |
$555K - $649K
|
5.17K
$665K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.14K+ 36.67% |
$552K - $645K
|
19.2K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.13K+ 7.79% |
$551K - $643K
|
70.9K
$9.12M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.05K+ 72.65% |
$543K - $634K
|
12K
$1.54M
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5.02KNew |
$539K - $630K
|
5.02K
$646K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.96KNew |
$532K - $622K
|
4.96K
$637K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4.92K+ 12.64% |
$528K - $617K
|
43.8K
$5.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
4.9K+ 5.77% |
$526K - $614K
|
89.7K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4.88KNew |
$524K - $613K
|
4.88K
$628K
|
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
4.82K+ 51.64% |
$518K - $605K
|
14.2K
$1.82M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
4.82K+ 51.64% |
$518K - $605K
|
14.2K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.73K+ 3.84% |
$508K - $593K
|
128K
$16.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.65KNew |
$499K - $583K
|
4.65K
$598K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.62K+ 33.81% |
$496K - $580K
|
18.3K
$2.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
4.57KNew |
$491K - $574K
|
4.57K
$588K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.55K+ 1.92% |
$489K - $571K
|
242K
$31.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.51K+ 14.19% |
$485K - $567K
|
36.3K
$4.67M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.48KNew |
$481K - $562K
|
4.48K
$575K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.42K+ 15.26% |
$475K - $555K
|
33.4K
$4.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.35K+ 11.32% |
$467K - $546K
|
42.8K
$5.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
4.29KNew |
$461K - $539K
|
4.29K
$552K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.29K+ 13.16% |
$461K - $538K
|
36.9K
$4.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
4.2K+ 3.1% |
$451K - $527K
|
140K
$18M
|
|
|
Feb 07, 2023
Q4 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4.18KNew |
$449K - $524K
|
4.18K
$537K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.15KNew |
$446K - $521K
|
4.15K
$534K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
4.14KNew |
$444K - $519K
|
4.14K
$532K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.09KNew |
$439K - $513K
|
4.09K
$526K
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.06KNew |
$436K - $510K
|
4.06K
$522K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
4.04K+ 6.71% |
$434K - $507K
|
64.2K
$8.26M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
4.03K+ 77.2% |
$432K - $505K
|
9.24K
$1.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.03K+ 98.24% |
$432K - $505K
|
8.12K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4K+ 62.5% |
$430K - $502K
|
10.4K
$1.34M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.77K+ 1.07% |
$405K - $473K
|
357K
$46M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.7K+ 57.16% |
$398K - $465K
|
10.2K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.7K+ 5.46% |
$397K - $464K
|
71.3K
$9.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.7K+ 3.69% |
$397K - $464K
|
104K
$13.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
3.61K+ 14.04% |
$388K - $453K
|
29.3K
$3.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3.59KNew |
$386K - $451K
|
3.59K
$462K
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3.53K+ 5.58% |
$379K - $443K
|
66.8K
$8.59M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
3.53KNew |
$379K - $443K
|
3.53K
$454K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.49KNew |
$375K - $438K
|
3.49K
$449K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.46KNew |
$371K - $434K
|
3.46K
$445K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.42K+ 22.84% |
$367K - $429K
|
18.4K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.39K+ 31.26% |
$364K - $425K
|
14.2K
$1.83M
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
3.38K+ 6.97% |
$363K - $425K
|
51.9K
$6.68M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.38K+ 17.07% |
$363K - $424K
|
23.2K
$2.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.38K+ 5.22% |
$363K - $424K
|
68.1K
$8.75M
|